Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Elizabeth Herrell is a wealth advisor at CWM, LLC DBA Carson Partners, working with individuals, businesses and high-net-worth clients. Shannon is a Certified Financial Planner® and has been in the industry since 2014. She provides financial planning, portfolio management, estate planning, and additional advisory services. Shannon is registered as a Registered Representative in Kansas and Missouri.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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NE
09/26/2024 - Present
CWM, LLC (OMAHA NE)
Active
Inactive
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